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Disclosery

Accel Wealth Management: KBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accel Wealth Management on KBE, newest first. How the timeline and the estimate are built.

Accel Wealth Management held 4,126 KBE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,126 shares
    Change vs previous 13F +92 shares

    0.06% of the 13F portfolio, value $281,470.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,034 shares
    Change vs previous 13F +261 shares

    0.06% of the 13F portfolio, value $240,211.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,773 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $228,983.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).